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Posted On: 01/10/2020 1:19:59 PM
Post# of 148908
Not really a response to you, Zuess, but more to the ongoing conversation.
A bit late to this particular party, but this scenario is exactly why I said a few weeks back that I wouldn't be surprised if Vyera never sold a single dose of leronlimab. It there's any legitimacy whatsoever to the idea of AA for cancer, the deal will come to us (as another poster said), it will be a BP, and I'm guessing they'd simply make Vyera an offer they couldn't refuse to clean up the entire transaction/scenario. I'm guessing we'll need a couple more patients for AA - the fewest I remember seeing for any trial getting AA was something like 12 patients - but we could get there in relatively short order. It all should be fun to watch. If any of this comes to pass, quite a few of us here will never have to work again.
Also, in a complete side note, saw in the 10Q that the company paid out some of the redemption requests from the notes in cash. Not all redemptions, but some anyways. And it happened in early December... before the deal got signed. Great to see that. That's effective strategy and execution by management from a financial perspective.
A bit late to this particular party, but this scenario is exactly why I said a few weeks back that I wouldn't be surprised if Vyera never sold a single dose of leronlimab. It there's any legitimacy whatsoever to the idea of AA for cancer, the deal will come to us (as another poster said), it will be a BP, and I'm guessing they'd simply make Vyera an offer they couldn't refuse to clean up the entire transaction/scenario. I'm guessing we'll need a couple more patients for AA - the fewest I remember seeing for any trial getting AA was something like 12 patients - but we could get there in relatively short order. It all should be fun to watch. If any of this comes to pass, quite a few of us here will never have to work again.
Also, in a complete side note, saw in the 10Q that the company paid out some of the redemption requests from the notes in cash. Not all redemptions, but some anyways. And it happened in early December... before the deal got signed. Great to see that. That's effective strategy and execution by management from a financial perspective.
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